Sound View Wealth Advisors

Sound View Wealth Advisors as of Dec. 31, 2018

Portfolio Holdings for Sound View Wealth Advisors

Sound View Wealth Advisors holds 229 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Johnson & Johnson (JNJ) 3.6 $9.9M 77k 129.05
Coca-Cola Company (KO) 3.0 $8.2M 172k 47.35
Procter & Gamble Company (PG) 3.0 $8.1M 88k 91.92
Verizon Communications (VZ) 2.7 $7.5M 133k 56.22
Apple (AAPL) 2.1 $5.8M 37k 157.73
Pfizer (PFE) 2.0 $5.5M 126k 43.65
McDonald's Corporation (MCD) 1.9 $5.3M 30k 177.58
Intel Corporation (INTC) 1.8 $5.0M 107k 46.93
Microsoft Corporation (MSFT) 1.8 $4.9M 48k 101.57
Home Depot (HD) 1.8 $4.9M 29k 171.82
JPMorgan Chase & Co. (JPM) 1.7 $4.8M 49k 97.61
Exxon Mobil Corporation (XOM) 1.7 $4.6M 67k 68.19
iShares Dow Jones Select Dividend (DVY) 1.6 $4.6M 51k 89.31
Berkshire Hathaway (BRK.B) 1.5 $4.2M 21k 204.18
Kimberly-Clark Corporation (KMB) 1.5 $4.1M 36k 113.94
Merck & Co (MRK) 1.3 $3.7M 48k 76.41
Southern Company (SO) 1.3 $3.7M 83k 43.92
Amgen (AMGN) 1.3 $3.5M 18k 194.68
Pepsi (PEP) 1.2 $3.3M 30k 110.47
General Dynamics Corporation (GD) 1.2 $3.3M 21k 157.22
Altria (MO) 1.2 $3.2M 65k 49.39
At&t (T) 1.1 $3.2M 110k 28.54
Chevron Corporation (CVX) 1.1 $3.1M 29k 108.80
Philip Morris International (PM) 1.1 $3.0M 44k 66.75
Alphabet Inc Class C cs (GOOG) 1.1 $3.0M 2.9k 1035.66
International Business Machines (IBM) 1.1 $2.9M 26k 113.66
Emerson Electric (EMR) 1.0 $2.8M 47k 59.75
Eli Lilly & Co. (LLY) 1.0 $2.8M 24k 115.71
Amazon (AMZN) 1.0 $2.8M 1.8k 1502.18
Diageo (DEO) 1.0 $2.6M 19k 141.79
iShares S&P US Pref Stock Idx Fnd (PFF) 0.9 $2.5M 73k 34.23
SPDR Dow Jones Industrial Average ETF (DIA) 0.9 $2.4M 10k 233.18
3M Company (MMM) 0.8 $2.3M 12k 190.55
Oppenheimer Rev Weighted Etf ultra divid rev 0.8 $2.2M 67k 33.48
Abbvie (ABBV) 0.8 $2.2M 24k 92.20
Boeing Company (BA) 0.8 $2.2M 6.8k 322.46
Vanguard Value ETF (VTV) 0.8 $2.1M 22k 97.95
American Electric Power Company (AEP) 0.8 $2.1M 28k 74.73
Wal-Mart Stores (WMT) 0.7 $2.0M 21k 93.17
Cisco Systems (CSCO) 0.7 $2.0M 46k 43.32
iShares Russell 1000 Growth Index (IWF) 0.7 $2.0M 15k 130.93
Cme (CME) 0.7 $1.9M 10k 188.13
Honeywell International (HON) 0.7 $1.9M 14k 132.15
AFLAC Incorporated (AFL) 0.7 $1.8M 41k 45.56
Norfolk Southern (NSC) 0.7 $1.8M 12k 149.52
United Technologies Corporation 0.6 $1.8M 17k 106.50
iShares Russell 1000 Value Index (IWD) 0.6 $1.8M 16k 111.02
Lowe's Companies (LOW) 0.6 $1.8M 19k 92.34
AstraZeneca (AZN) 0.6 $1.7M 46k 37.98
DNP Select Income Fund (DNP) 0.6 $1.7M 164k 10.40
Vanguard Information Technology ETF (VGT) 0.6 $1.6M 9.7k 166.86
Automatic Data Processing (ADP) 0.6 $1.6M 12k 131.08
Nextera Energy (NEE) 0.6 $1.6M 8.9k 173.86
Walt Disney Company (DIS) 0.6 $1.5M 14k 109.65
General Mills (GIS) 0.6 $1.5M 39k 38.94
Royal Dutch Shell 0.5 $1.5M 25k 59.94
Duke Energy (DUK) 0.5 $1.4M 17k 86.29
Abbott Laboratories (ABT) 0.5 $1.4M 19k 72.35
Vanguard Growth ETF (VUG) 0.5 $1.4M 10k 134.37
Invesco Exchange W&p 500 Qualit equities (SPHQ) 0.5 $1.4M 49k 27.81
Vanguard Dividend Appreciation ETF (VIG) 0.5 $1.3M 14k 97.94
Bristol Myers Squibb (BMY) 0.5 $1.3M 25k 51.99
Kraft Heinz (KHC) 0.5 $1.3M 30k 43.05
Illinois Tool Works (ITW) 0.5 $1.2M 9.8k 126.73
Lockheed Martin Corporation (LMT) 0.4 $1.2M 4.6k 261.79
Victory Cemp Us Eq Income etf (CDC) 0.4 $1.2M 29k 42.31
Total System Services 0.4 $1.2M 15k 81.29
iShares MSCI EAFE Index Fund (EFA) 0.4 $1.2M 20k 58.78
iShares Russell 1000 Index (IWB) 0.4 $1.2M 8.5k 138.70
Legg Mason Etf Equity Tr low divi etf (LVHD) 0.4 $1.2M 42k 28.68
Dowdupont 0.4 $1.1M 21k 53.48
Bank of America Corporation (BAC) 0.4 $1.1M 45k 24.64
Comcast Corporation (CMCSA) 0.4 $1.1M 31k 34.04
Vanguard FTSE All-World ex-US ETF (VEU) 0.4 $1.1M 23k 45.59
Tor Dom Bk Cad (TD) 0.4 $1.0M 21k 49.73
W.R. Berkley Corporation (WRB) 0.4 $1.0M 14k 73.92
Ishares Tr ibnd dec21 etf 0.4 $1.0M 42k 24.37
Ishares Tr ibnd dec23 etf 0.4 $1.0M 42k 24.18
Wells Fargo & Company (WFC) 0.4 $983k 21k 46.09
iShares Brclys Intrdte Gov/Crt Bd (GVI) 0.4 $982k 9.1k 108.19
Ishares Tr Ibonds December 2022 Corp Etf 0.4 $993k 41k 24.16
Digital Realty Trust (DLR) 0.3 $956k 9.0k 106.54
Thermo Fisher Scientific (TMO) 0.3 $969k 4.3k 223.74
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $966k 8.9k 109.00
Reaves Utility Income Fund (UTG) 0.3 $956k 33k 29.44
Vanguard S&p 500 Etf idx (VOO) 0.3 $945k 4.1k 229.76
Oracle Corporation (ORCL) 0.3 $914k 20k 45.17
UnitedHealth (UNH) 0.3 $842k 3.4k 249.19
PNC Financial Services (PNC) 0.3 $825k 7.1k 116.89
Texas Instruments Incorporated (TXN) 0.3 $826k 8.7k 94.52
Vanguard Emerging Markets ETF (VWO) 0.3 $815k 21k 38.10
Ishares Tr Dec 2020 0.3 $838k 34k 24.99
Visa (V) 0.3 $792k 6.0k 131.93
PPL Corporation (PPL) 0.3 $786k 28k 28.31
Facebook Inc cl a (META) 0.3 $806k 6.2k 131.06
Medtronic (MDT) 0.3 $800k 8.8k 90.91
Alphabet Inc Class A cs (GOOGL) 0.3 $791k 757.00 1044.91
Baxter International (BAX) 0.3 $764k 12k 65.78
Regeneron Pharmaceuticals (REGN) 0.3 $763k 2.0k 373.65
Becton, Dickinson and (BDX) 0.3 $780k 3.5k 225.24
Paychex (PAYX) 0.3 $746k 11k 65.18
Ventas (VTR) 0.3 $751k 13k 58.61
Public Service Enterprise (PEG) 0.3 $722k 14k 52.03
NN (NNBR) 0.3 $726k 108k 6.71
Vanguard Total Bond Market ETF (BND) 0.3 $717k 9.1k 79.16
Walgreen Boots Alliance (WBA) 0.3 $702k 10k 68.35
Carnival Corporation (CCL) 0.2 $695k 14k 49.29
Mondelez Int (MDLZ) 0.2 $686k 17k 40.02
Ishares Tr ibnd dec24 etf 0.2 $678k 28k 23.88
Victory Portfolios Ii cemp us sm cap h (CSB) 0.2 $638k 16k 40.16
Novartis (NVS) 0.2 $610k 7.1k 85.78
British American Tobac (BTI) 0.2 $602k 19k 31.87
Caterpillar (CAT) 0.2 $567k 4.5k 127.02
CSX Corporation (CSX) 0.2 $570k 9.2k 62.11
Dominion Resources (D) 0.2 $589k 8.2k 71.44
Raytheon Company 0.2 $566k 3.7k 153.47
BB&T Corporation 0.2 $585k 14k 43.35
American Express Company (AXP) 0.2 $555k 5.8k 95.25
Equifax (EFX) 0.2 $546k 5.9k 93.14
Qualcomm (QCOM) 0.2 $551k 9.7k 56.92
MetLife (MET) 0.2 $553k 14k 41.03
Ishares Tr usa min vo (USMV) 0.2 $546k 10k 52.44
Air Products & Chemicals (APD) 0.2 $512k 3.2k 160.15
Intuitive Surgical (ISRG) 0.2 $515k 1.1k 478.62
Biogen Idec (BIIB) 0.2 $511k 1.7k 300.94
Waste Management (WM) 0.2 $487k 5.5k 89.06
Northrop Grumman Corporation (NOC) 0.2 $488k 2.0k 244.98
Crown Castle Intl (CCI) 0.2 $485k 4.5k 108.70
iShares S&P 500 Index (IVV) 0.2 $481k 1.9k 251.57
Varian Medical Systems 0.2 $470k 4.1k 113.36
iShares Russell 2000 Index (IWM) 0.2 $474k 3.5k 133.90
D First Tr Exchange-traded (FPE) 0.2 $464k 26k 17.93
Target Corporation (TGT) 0.2 $444k 6.7k 66.11
Hospitality Properties Trust 0.2 $435k 18k 23.88
Zimmer Holdings (ZBH) 0.2 $453k 4.4k 103.69
SPDR Gold Trust (GLD) 0.2 $454k 3.7k 121.29
Simon Property (SPG) 0.2 $444k 2.6k 167.99
Broadcom (AVGO) 0.2 $443k 1.7k 254.45
SYSCO Corporation (SYY) 0.1 $415k 6.6k 62.66
Union Pacific Corporation (UNP) 0.1 $400k 2.9k 138.31
Netflix (NFLX) 0.1 $414k 1.5k 267.96
Colgate-Palmolive Company (CL) 0.1 $389k 6.5k 59.51
ConocoPhillips (COP) 0.1 $388k 6.2k 62.36
Occidental Petroleum Corporation (OXY) 0.1 $387k 6.3k 61.33
Sanofi-Aventis SA (SNY) 0.1 $372k 8.6k 43.37
Hershey Company (HSY) 0.1 $375k 3.5k 107.20
Unilever (UL) 0.1 $375k 7.2k 52.26
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.1 $385k 7.5k 51.65
Alibaba Group Holding (BABA) 0.1 $378k 2.8k 137.01
General Electric Company 0.1 $360k 48k 7.56
United Parcel Service (UPS) 0.1 $352k 3.6k 97.62
Travelers Companies (TRV) 0.1 $349k 2.9k 119.85
GlaxoSmithKline 0.1 $350k 9.2k 38.16
Celgene Corporation 0.1 $350k 5.5k 64.10
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.1 $369k 6.7k 55.04
BlackRock 0.1 $337k 857.00 393.23
Lincoln National Corporation (LNC) 0.1 $328k 6.4k 51.34
Total (TTE) 0.1 $341k 6.5k 52.19
iShares NASDAQ Biotechnology Index (IBB) 0.1 $325k 3.4k 96.55
Enbridge (ENB) 0.1 $332k 11k 31.11
Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $328k 4.2k 77.98
Pza etf (PZA) 0.1 $326k 13k 24.99
BP (BP) 0.1 $291k 7.7k 37.87
Spdr S&p 500 Etf (SPY) 0.1 $290k 1.2k 250.00
Federated Investors (FHI) 0.1 $310k 12k 26.54
Genuine Parts Company (GPC) 0.1 $298k 3.1k 95.91
NVIDIA Corporation (NVDA) 0.1 $305k 2.3k 133.54
Franklin Street Properties (FSP) 0.1 $315k 51k 6.24
Humana (HUM) 0.1 $303k 1.1k 286.39
Vanguard Total Stock Market ETF (VTI) 0.1 $311k 2.4k 127.83
Vanguard Mid-Cap ETF (VO) 0.1 $295k 2.1k 138.04
Vanguard Admiral Fds Inc cmn (IVOO) 0.1 $311k 2.8k 111.99
Welltower Inc Com reit (WELL) 0.1 $309k 4.5k 69.33
Victory Portfolios Ii cmp emg mk etf 0.1 $316k 13k 24.19
HSBC Holdings (HSBC) 0.1 $272k 6.6k 41.08
U.S. Bancorp (USB) 0.1 $279k 6.1k 45.76
Health Care SPDR (XLV) 0.1 $270k 3.1k 86.48
Nike (NKE) 0.1 $284k 3.8k 74.27
Ford Motor Company (F) 0.1 $277k 36k 7.66
iShares Gold Trust 0.1 $279k 23k 12.30
Blackrock Muniyield Insured Fund (MYI) 0.1 $282k 23k 12.03
BlackRock Credit All Inc Trust IV (BTZ) 0.1 $268k 24k 11.20
PIMCO Corporate Income Fund (PCN) 0.1 $271k 18k 14.90
Western Asset Municipal D Opp Trust 0.1 $264k 14k 19.48
Kinder Morgan (KMI) 0.1 $288k 19k 15.40
Zoetis Inc Cl A (ZTS) 0.1 $281k 3.3k 85.62
Cigna Corp (CI) 0.1 $285k 1.5k 189.75
V.F. Corporation (VFC) 0.1 $255k 3.6k 71.33
Adobe Systems Incorporated (ADBE) 0.1 $241k 1.1k 226.50
Vulcan Materials Company (VMC) 0.1 $247k 2.5k 98.60
Deere & Company (DE) 0.1 $242k 1.6k 149.29
Royal Dutch Shell 0.1 $237k 4.1k 58.32
Stryker Corporation (SYK) 0.1 $243k 1.6k 156.57
Bce (BCE) 0.1 $253k 6.4k 39.54
Paccar (PCAR) 0.1 $243k 4.3k 57.04
Constellation Brands (STZ) 0.1 $251k 1.6k 160.49
Lam Research Corporation 0.1 $243k 1.8k 136.44
Nuveen Ga Div Adv Mun Fd 2 0.1 $244k 22k 10.94
Citigroup (C) 0.1 $258k 4.9k 52.13
Aon 0.1 $251k 1.7k 145.59
Twenty-first Century Fox 0.1 $252k 5.2k 48.05
Cdw (CDW) 0.1 $252k 3.1k 80.95
Anthem (ELV) 0.1 $250k 952.00 262.61
Wec Energy Group (WEC) 0.1 $239k 3.5k 69.18
Hasbro (HAS) 0.1 $230k 2.8k 81.16
Taiwan Semiconductor Mfg (TSM) 0.1 $218k 5.9k 36.96
FedEx Corporation (FDX) 0.1 $228k 1.4k 161.47
Yum! Brands (YUM) 0.1 $225k 2.4k 91.95
Unilever 0.1 $218k 4.1k 53.83
Energy Select Sector SPDR (XLE) 0.1 $227k 4.0k 57.32
salesforce (CRM) 0.1 $226k 1.7k 136.89
American Water Works (AWK) 0.1 $216k 2.4k 90.76
Blackrock Municipal Income Trust (BFK) 0.1 $219k 18k 12.17
General Motors Company (GM) 0.1 $230k 6.9k 33.49
Invesco Qqq Trust Series 1 (QQQ) 0.1 $232k 1.5k 154.26
Invesco Variable Rate Preferred Etf etf (VRP) 0.1 $220k 9.6k 22.86
Huntington Bancshares Incorporated (HBAN) 0.1 $186k 16k 11.94
SPDR Barclays Capital High Yield B 0.1 $205k 6.1k 33.66
Marathon Petroleum Corp (MPC) 0.1 $202k 3.4k 58.98
Vodafone Group New Adr F (VOD) 0.1 $198k 10k 19.27
Synovus Finl (SNV) 0.1 $201k 6.3k 32.05
Paypal Holdings (PYPL) 0.1 $202k 2.4k 84.27
Ishares Tr ibnd dec25 etf (IBDQ) 0.1 $206k 8.7k 23.65
Energy Transfer Equity (ET) 0.1 $171k 13k 13.17
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $155k 13k 12.30
Oxford Industries (OXM) 0.1 $146k 15k 9.50
MFS High Income Municipal Trust (CXE) 0.0 $69k 15k 4.60
Aegon 0.0 $68k 15k 4.66
Sirius Xm Holdings 0.0 $57k 10k 5.70